A detailed history of Graybill Bartz & Assoc LTD transactions in Ishares Tr stock. As of the latest transaction made, Graybill Bartz & Assoc LTD holds 5,679 shares of IYR stock, worth $541,095. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,679
Previous 5,721 0.73%
Holding current value
$541,095
Previous $547,000 1.65%
% of portfolio
0.19%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

SELL
$84.48 - $96.25 $3,548 - $4,042
-42 Reduced 0.73%
5,679 $538,000
Q1 2025

May 02, 2025

BUY
$89.49 - $98.98 $26,310 - $29,100
294 Added 5.42%
5,721 $547,000
Q3 2024

Oct 21, 2024

BUY
$86.93 - $103.61 $1,043 - $1,243
12 Added 0.22%
5,427 $552,000
Q2 2024

Jul 22, 2024

BUY
$81.6 - $89.23 $205,713 - $224,948
2,521 Added 87.11%
5,415 $475,000
Q1 2024

Apr 15, 2024

BUY
$85.32 - $92.22 $17,319 - $18,720
203 Added 7.54%
2,894 $260,000
Q4 2023

Feb 08, 2024

BUY
$73.28 - $92.46 $197,196 - $248,809
2,691 New
2,691 $245,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Graybill Bartz & Assoc LTD Portfolio

Follow Graybill Bartz & Assoc LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Graybill Bartz & Assoc LTD, based on Form 13F filings with the SEC.

News

Stay updated on Graybill Bartz & Assoc LTD with notifications on news.